Dear Colleagues,
Please visit our web page. The site address is heab.state.wi.us.
Note: All revisions, updates and additions for the 2002-03 academic year have been made to the electronic Policy and Procedure Manual and are now available to you.
Points of Interest:
Points Related to Processing:
2002-03
NOTE: The “W” code is currently being applied to any new WTC-WHEG applicants.
TIP Award Commit
=
115.42%
(last year at this time it was 114.20%)
TIP Spent
=
37.68%
(last year at this time it was 37.36%)
UW WHEG Award Commit
=
124.74%
(last year at this time it was 125.24%)
UW WHEG Spent
=
46.80%
(last year at this time it was 46.12%)
WTC WHEG Award Commit
=
169.76%
(last year at this time it was 147.84%)
WTC WHEG Spent
=
51.19%
(last year at this time it was 46.49%)
WTG Award Commit
=
%
(last year at this time it was %)
WTG Spent
=
40.03%
(last year at this time it was 41.34%)
Professional Judgement changes
If you have a situation that you believe is a special circumstance, please contact the program
coordinator. ALL other changes must by made by submitting information to the federal
processor. Please note that we are now accepting file maintenance for 2002-03.
Special Tuition
Selective Service changes
Special Circumstances
Deletes
Other Points:
The program begins at 10:00 a.m. and ends no later than 3:00 p.m. It is held at the HEAB offices
at 131 W. Wilson St, Suite 902, Madison, WI. We have room for up to 6 people at each session.
If you want to register for a session or need more information, please call Jim Buske at (608)
267-9865 or send email to james.buske@heab.state.wi.us.
I appreciate your feedback and thoughts! My phone number is 608.264.6181, FAX: 608.267.2808,
EMAIL: jane.hojan-clark@heab.state.wi.us and
SNAILMAIL: HEAB, P.O. Box 7885, Madison, WI 53707-7885.
Jane Hojan-Clark, Executive Secretary
November 21, 2002
Wisconsin Higher Educational Aids Board
NARRATIVE
General Purpose Revenue (GPR) Program Funding
Per the “budget target policy” an increase of zero percent over FY03 GPR Program Funding is being
requested. However, if funds do become available, financial assistance programs administered
by the Higher Educational Aids Board (HEAB) for postsecondary education should become a priority.
I(a). Targeting Partial Cost of Education, Specifically Tuition, with Broader Need Based Programs
Historically, funding for programs administered by the Higher Educational Aids Board was tied to the
cost of education. For example, funding for the Wisconsin Higher Education Grant (WHEG) Program when
it was initially created was tied to meeting 33.33% of the cost of education. To meet 33% of the
Wisconsin student’s cost of education today (excluding the Expected Family Contribution and other
available need based assistance) funding for the WHEG and Wisconsin Tuition Grant (WTG) and Talent
Incentive Program (TIP) Grant Programs would need to increase by approximately 69% for 2002-03. Most
recently, funding requests have been tied to tuition increases. Tuition increases from year to year
can range from 5 to 9%. The recently passed 2001-03 Budget Adjustment Bill included a provision that
ties UW WHEG Program funding increases in the future to increases in the previous year's tuition
increase (2002-03 UW tuition increased 8%). UW WHEG provides assistance for UW students. The students
who are served by the WTC WHEG, WTG and the TIP Grant Programs experience similar tuition increases
as the UW students served by the UW WHEG Program. In order to provide financially needy Wisconsin
residents who attend WTC and Independent Colleges and Universities the same educational opportunity
as those attending UW, the same funding relationship needs to be made.
2003-04 Request - Targeting Partial Cost of Education, Specifically Tuition, with Broader Need Based Programs
| 2002-03 Appropriation | 8% ↑ | 2003-04 Total Request | |
| Talent Incentive Program Grant | $4,503,800 | $360,300 | $4,864,100 |
| UW WI Higher Education Grant * | $21,839,600 | $1,747,200 | $23,586,800 |
| WTC WI Higher Education Grant | $14,874,000 | $1,189,900 | $16,063,900 |
| WI Tuition Grant | $22,103,700 | $1,768,300 | $23,872,000 |
| TOTAL | $63,321,100 | $5,065,700 | $68,386,800 |
2004-05 Request - Targeting Partial Cost of Education, Specifically Tuition, with Broader Need Based Programs
| 2003-04 Total Request | 8% ↑ | 2004-05 Total Request | |
| Talent Incentive Program Grant | $4,864,100 | $389,100 | $5,253,200 |
| UW WI Higher Education Grant * | $23,586,800 | $1,886,900 | $25,473,700 |
| WTC WI Higher Education Grant | $16,063,900 | $1,285,100 | $17,349,000 |
| WI Tuition Grant | $23,872,000 | $1,909,800 | $25,781,800 |
| TOTAL | $68,386,800 | $5,470,900 | $73,857,700 |
2003-05 Request - Targeting Partial Cost of Education, Specifically Tuition, with Broader Need Based Programs
| 2003-04 Total Request | 2004-05 Total Request | 2003-05 Total Request | |
| Talent Incentive Program Grant | $4,864,100 | $5,253,200 | $10,117,300 |
| UW WI Higher Education Grant * | $23,586,800 | $25,473,700 | $49,060,500 |
| WTC WI Higher Education Grant | $16,063,900 | $17,349,000 | $33,412,900 |
| WI Tuition Grant | $23,872,000 | $25,781,800 | $49,653,800 |
| TOTAL | $68,386,800 | $73,857,700 | $142,244,500 |
| * | The recently passed 2001-03 Budget Adjustment Bill included a provision that ties UW WHEG Program funding increases in the future to increases in the previous year's tuition (2002-03 UW tuition increased 8%). |
I(b). Meeting Substantial Unmet Financial Need
Based on data collected annually by HEAB, the total unmet need was $225,518,955 for needy Wisconsin
college students in 2000-01 after the family contribution, institutional assistance, federal assistance,
and state assistance were applied to the cost of education. This reflects a 3.7% increase in financial
need when compared to the level of financial need found in 1998-99.
The financial assistance taken into consideration for this calculation included need based employment, loans, and grants. Please see Attachment A, which provides more detail related to Wisconsin student financial need and funding sources.
Funding Required to Maintain Same Level of Funding as Ten or More Years Ago
The three State funded programs that serve the largest number of Wisconsin college students include
the WHEG with 36,835 recipients in 2000-01; the WTG with 12,343 recipients in 2000-01; and the Talent
Incentive Program (TIP) Grant with 4,146 recipients in 2000-01. All three programs are awarded
primarily based on the student’s financial need. Funding priority should be particularly given to
these three programs on an equal basis.
In 1990-91 8.95 percent of the financial need, calculated for Wisconsin students receiving State assistance, was met through the TIP, WHEG, and WTG Programs. In 2000-01 the same three programs met 8.58 percent of students' financial need. An additional $2,474,025 (4.29% more in funding) in 2000-01 would have brought these three programs back to meeting 8.95 percent of financial need as had been the case ten years prior.
Additional 2003-05 Request (to be added to 2003-04 request above) - to Maintain Same Level of Funding as Ten or More Years Ago
| 2002-03 Appropriation | 4.29% ↑ | |
| Talent Incentive Program Grant | $4,503,800 | $193,200 |
| UW WI Higher Education Grant | $21,839,600 | $936,900 |
| WTC WI Higher Education Grant | $14,874,000 | $638,100 |
| WI Tuition Grant | $22,103,700 | $948,300 |
| TOTAL | $ 63,321,100 | $2,716,500 |
I(c). Meeting Increasing Need Due to the Increase of Needy Applicants
During the 2001-03 biennial period the number of Wisconsin college financial aid applicants began to
increase dramatically, particularly within the Wisconsin Technical College System. UW student financial
aid applications increased by 1.98% in 2001-02 and are up by 4.16% to date for the 2002-03 academic
year. The number of WTC student applicants increased by 15.91% in 2001-02 and are up by 19.77% to
date for 2002-03 academic year. Dramatic increases in enrollment have typically occurred within
Wisconsin's Technical College System when the State's economy has taken a down turn. Independent
College and University student applications increased by 1.42% in 2001-02 and are up by 3.53% to date
for 2002-03. To meet the need for additional assistance, an additional increase in funding is necessary.
Additional 2003-05 Request (to be added to 2003-04 requests above) - to Meet Increasing Need Due to the Increase of Needy Applicants
| 2002-03 Appropriation | % ↑ | |
| Talent Incentive Program Grant | $4,503,800 | $180,200 (4%) |
| UW WI Higher Education Grant | $21,839,600 | $873,600 (4%) |
| WTC WI Higher Education Grant | $14,874,000 | $2,974,800 (20%) |
| WI Tuition Grant | $22,103,700 | $884,200 (4%) |
| TOTAL | $ 63,321,100 | $4,912,800 (8%) |
II. Expanding Educational Opportunities for Wisconsin's Native Americans
The Indian Student Assistant Grant (ISAG) was established to assist Wisconsin residents who are at
least twenty five percent Native American and are undergraduate or graduate students enrolled in
degree or certificate programs at a University of Wisconsin, Wisconsin Technical College, an Independent
College or University, Tribal College or a Proprietary Institution in Wisconsin. Awards are based
on financial need with a limit of ten semesters of eligibility.
Currently the maximum award under this program is $1,100. Prior to 1995-96, the maximum award was $2,200. The award had been split in half in 1995-96 because funding availability dropped by 50%.
Since the decrease in the maximum, there has been an increasing number of Native American students who have been forced to drop out of school due to lack of funding. It appears that, although not all students would be eligible for a maximum of $2,200 under this program, students who have financial need have very high financial need and require the highest maximum grant possible in order to afford to stay in school.
In order to fund an increase in the maximum, the program’s appropriation would also need to double. The ISAG Program is funded through Gaming Funds unlike other programs HEAB administers which are funded through General Program Revenue.
The Tribal Wisconsin Higher Education Grant (WHEG) Program, established in 1999, provides grant assistance to undergraduate, Wisconsin residents enrolled at least half-time in degree or certificate programs at one of Wisconsin's two Tribal Colleges. Awards are based on financial need. The maximum one can be awarded under the WHEG program per statutes is $1,800 per academic year.
During the 2001-02 academic year, 290 Wisconsin Tribal College students received on average $1,378 grants under this program. A total of $399,776 was awarded to all recipients in 2001-02. Each year of this program's existence students have been placed on a waiting list due to lack of funds. If funds were available, best projections indicate that an additional $452,000 could have been spent beyond the $404,000 allocated for 2002-03. The ISAG Program is funded through Gaming Funds unlike the majority of other programs HEAB administers which are funded through General Program Revenue.
2003-05 Request
| 2002-03 Approp. | 100% ↑ | 2003-04 Request | 2004-05 Request | 2003-05 Request | |
| Indian Student Assistance Grant * | $787,600 | $787,600 | $1,575,200 | $1,575,200 | $3,150,400 |
| Tribal WI Higher Education Grant ** | $404,000 | $404,000 | $808,000 | $808,000 | $1,616,000 |
| * | This program is funded through gaming funds rather than GPR. |
| ** | This program was established in 1999-01 and is funded through gaming funds rather than GPR. |
III. Expanding Educational Opportunities for Wisconsin's Minority Undergraduate Students
Awards under the Minority Undergraduate Grant Program are made to resident minority undergraduates,
excluding first year students. The student must be enrolled at least half-time at an Independent or
a Wisconsin Technical College institution. According to the statutes, a minority student is defined
as a student who is an African American, American Indian, Hispanic, or Southeast Asian from Laos,
Cambodia, or Vietnam admitted to the U. S. after December 31, 1975. Awards are based on financial
need with a maximum grant of $2,500 per year, which can be received for up to eight semesters. The
University of Wisconsin System has a similar program for students attending those institutions called
the Lawton Grant.
Recently surveyed students who have participated in the program indicated that the grant positively affected their decision to return to or stay in school. One hundred percent of the survey respondents either had earned their degree/certificate or continue to work towards obtaining a degree/certificate.
Based on projections, in approximately 2017 our minority population will become our majority population. In 2012 it is expected that 40% of our high school graduates will be minority students. The question has been raised, "Will our future majority residents be educationally prepared?" Colleges and universities around the State see a need for increasing the overall funding for the program in order to retain Wisconsin's minority students in college. Some schools have indicated that the current level of funding under this program has discouraged them from making students aware of the program's existence due to the fear of creating the "false hope of funding availability" among students.
During the 2001-02 academic year, 348 Wisconsin Technical College students received on average $1,040 grants under this program. That same year, 274 Independent College and University students received on an average $1,309. A total of $720,542 was awarded to all recipients in 2001-02. If funds were available, best projections indicate that an additional $4,969,350 could have been spent beyond the $756,900 allocated for 2002-03.
2003-05 Request
| 2002-03 Approp. | 100% ↑ | 2003-04 Request | 2004-05 Request | 2003-05 Request | |
| Minority Undergraduate Grant | $756,900 | $756,900 | $1,513,800 | $1,513,800 | $3,027,600 |
IV. Expanding Educational Opportunities for Wisconsin's Potential Minority Teachers
The Minority Teacher Loan (MTL) Program provides loans at five percent interest in amounts of up to
$2,500 per year (with a maximum of $5,000 total) to Wisconsin resident, minority, undergraduate
juniors or seniors. Recipients must be enrolled at least half-time in programs leading to teacher
licensure at an Independent or University of Wisconsin Institution. According to the statutes, a
minority student is defined as a student who is an African American, American Indian, Hispanic, or
Southeast Asian from Laos, Cambodia, or Vietnam admitted to the U. S. after December 31, 1975. The
student who participates in this program must agree to teach in a Wisconsin school district in which
minority students constitute at least twenty nine percent of total enrollment or in a school district
participating in the inter-district pupil transfer (Chapter 220) program. For each year the student
teaches in an eligible school district, 25% of the loan is forgiven. If the student does not teach
in an eligible district, the loan must be repaid at an interest rate of 5%.
The MTL is also tied to the concern that we may not be sufficiently meeting the needs of the future (similar to the concerns indicated under the previous point related to the Minority Undergraduate Grant). MTL, however, is specific to training minority teachers. K-12 schools with greater than 29% enrolled minority students or schools who participate in the inter-district pupil transfer program have indicated that an enormous need to educate more minority teachers exists. Enrollment at Milwaukee Public Schools in 2001, for example, consisted of over 82% minority students. The same year, just over 30% of the teachers came from minority backgrounds. By increasing the maximum award and funding, the gap between minority students and minority teachers would decrease. Elementary or secondary school districts with minority student populations between 10 and 29% are having difficulty recruiting minority teachers. Expanding the forgiveness parameters to allow minority teachers who teach in districts with a minimum minority student population of 10% to have their loan forgiven would address the challenge school districts around the State are having in recruiting minority teachers.
During the 2001-02 academic year, 109 students received on an average $2,190 in loan assistance under this program. A total of $238,662 was awarded to all recipients in 2001-02. If funds were available, best projections indicate that an additional $262,100 could have been spent beyond the $262,100 allocated for 2002-03. Some schools have indicated that the current level of funding under this program has discouraged them from making students aware of the program's existence due to the fear of creating the "false hope of funding availability" among students.
2003-05 Request
| 2002-03 Approp. | 100% ↑ | 2003-04 Request | 2004-05 Request | 2003-05 Request | |
| Minority Teacher Loan | $262,100 | $262,100 | $524,200 | $524,200 | $1,048,400 |
V. Keeping the Best and Brightest in Wisconsin
Academic Excellence Scholarships are awarded to Wisconsin high school seniors who have the highest
grade point average in each public and private high school throughout the State of Wisconsin. The
number of scholarships each high school is eligible for is based on total student enrollment. In
order to receive a scholarship a student must be enrolled on a full-time basis, by September 30th
of the academic year following the academic year in which he or she was designated as a scholar, at
a participating University of Wisconsin, Wisconsin Technical College, or Independent institution in
the State. The maximum scholarship is currently $2,250. The maximum scholarship for students awarded
in 1995-96 and prior was full tuition and fees at a UW campus or Wisconsin Technical College, or an
amount equal to the UW - Madison tuition and fees for the students attending independent institutions
in Wisconsin. Half of the scholarship is funded by the state, while the other half is matched by the
institution.
The intention of this program is to keep the best and the brightest in Wisconsin. Most recent data indicates that the program may no longer be fulfilling its purpose due to the $2,250 annual maximum. Tuition (and fees) at UW - Madison (which the program was tied to in 1995-96 and prior) is $4,088 for 2002-03. Data is showing that more students who are designated the recipient of the scholarship are choosing not to stay in Wisconsin and therefore the alternate is accepting the scholarship instead. Some would argue that the alternate may be as academically strong as the designated recipient. However, the fact remains that fewer of those designated as the scholarship recipient due to their highest GPA ranking are choosing to stay in Wisconsin to attend college.
Increasing the maximum award for each student to $4,088 would restore the program back to its original model and encourage Wisconsin's best and brightest to stay in the State. The additional commitment would be approximately 2.6 million annually by the State. This amount would also have to be matched by the schools.
2003-05 Request
| 2002-03 Approp. | 89% ↑ | 2003-04 Request | 2004-05 Request | 2003-05 Request | |
| Academic Excellence Scholarship | $2,917,000 | $2,600,000 | $5,517,000 | $5,517,000 | $11,034,000 |
I have included Attachment B which reflects the zero percent request for the 2003-05 biennial period along with Attachment C that indicates the funding request "if additional funds become available." They also incorporate projected figures for the two programs that have sum sufficient appropriations.
2000-01
ALL SECTORS
Independent Colleges & Universities, Tribal Colleges, UW System, WTC System
Need-Based Financial Assistance
| Number of Students Receiving Financial Assistance | 89,129 |
| Total Cost of Education | $1,027,275,660 |
| - Expected Family Contribution (EFC) | $355,559,182 |
| = Total Need | $671,716,478 |
| Total Need | $671,716,478 |
| - Total Need-Based Assistance | $446,197,523 |
| = Total Unmet Need | $225,518,955 |
| Number of Awards |
Total Dollars |
Average Award |
% of Total Aid Spent |
|
|---|---|---|---|---|
| Total Federal Assistance | 158,480 | $316,468,361 | $1,997 | 70.93% |
| Total Institutional Assistance | 12,876 | $53,530,990 | $4,157 | 12.00% |
| Total Other Assistance | 3,767 | $6,749,534 | $1,792 | 1.51% |
| Total Private Assistance | 2,662 | $4,103,171 | $1,541 | 0.92% |
| Total State Assistance | 55,158 | $65,345,467 | $1,185 | 14.64% |
| Total Need-Based Assistance | 232,943 | $446,197,523 | $1,915 | 100.00% |
2000-01 All Sectors
Percentage of Need-Based Financial Assistance
STATE OF WISCONSIN
HIGHER EDUCATIONAL AIDS BOARD
2003-2005 BIENNIAL BUDGET REQUEST A
Per the “budget target policy” an increase of zero percent over FY03 GPR Program Funding is being
requested below. However, if funds do become available, financial assistance programs
administered by the Higher Educational Aids Board (HEAB) for postsecondary education should become
a priority. Please see Request B on the page following this one.
PROGRAM
2003-04
2004-05
Tuition Grant (B)
$22,103,700
$22,103,700
Wisconsin Higher Education Grant-WTC (B)
$14,874,000
$14,874,000
Dental Education Contract (A)
$1,517,100
$1,517,100
Wisconsin Higher Education Grant-UW (S) *
$23,586,800
$25,473,700
Minority Undergraduate Grant (B)
$756,900
$756,900
Minority Teacher Loan (A)
$262,100
$262,100
Handicapped Grant (B)
$123,800
$123,800
Talent Incentive Grant (B)
$4,503,800
$4,503,800
Teacher Education Loan (A)
$275,000
$275,000
Loan for Teachers of the Visually Impaired (A)
$100,000
$100,000
Nursing Student Loan Program (A)
$450,000
$450,000
Indian Student Assistance (B) **
$787,600
$787,600
Wisconsin Higher Education Grant-Tribal (B) **
$404,000
$404,000
Academic Excellence Scholarship (S)
$3,133,000
$3,133,000
MN-WI Reciprocity (S)
NA
NA
TOTAL
$72,877,800
$74,764,700
A = Annual appropriation
*
The recently passed 2001-03 Budget Adjustment Bill included a
provision that ties UW WHEG Program funding increases in the future to increases in the previous
year's tuition (2002-03 UW tuition increased 8%).
**
Funded through gaming funds rather than GPR.
B = Biennial appropriation
S = Sum Sufficient appropriation
DECISION ITEMS IN PRIORITY ORDER AND CONTACT
All items listed below are of equal priority:
| Description | Decision Item | Contact | |
| I. | Program One - Programs and Policy | Jane Hojan-Clark | |
|
4501 4502 4503 4506 4507 4510 4517 4512 4514 4515 4516 4532 4533 4505 NA |
||
| II. | Program Two - Administration and Fiscal Services | Jane Hojan-Clark | |
|
5001 5002 |
||
| III. | Proposed Statutory Language Changes | 7005 | Jane Hojan-Clark |
STATE OF WISCONSIN
HIGHER EDUCATIONAL AIDS BOARD
2003-2005 BIENNIAL BUDGET REQUEST B
If funds do become available, financial assistance programs administered by the Higher
Educational Aids Board (HEAB) for postsecondary education should become a priority. Below
indicates the funding priority for if funds do become available. Please see the Narrative
for more details.
In order to maintain the same level of funding as ten or more years ago, the programs listed below
would need to increase by the following amounts in 2003-04 fiscal year. This is in addition to the
amounts indicated above.
In order to meet increasing need due to the increase of needy applicants, the programs listed
below would need to increase by the following amounts in 2003-04 fiscal year. This is in addition to
the amounts indicated above.
PROGRAM
2003-04
%↑
2004-05
%↑
Tuition Grant (B)
$23,872,000
8%
$25,781,800
8%
Wisconsin Higher Education Grant-WTC (B)
$16,063,900
8%
$17,349,000
8%
Dental Education Contract (A)
$1,517,100
0%
$1,517,100
0%
Wisconsin Higher Education Grant-UW (B) *
$23,586,800
8%
$25,473,700
8%
Minority Undergraduate Grant (B)
$1,513,800
100%
$1,513,800
0%
Minority Teacher Loan (A)
$524,200
100%
$524,200
0%
Nursing Student Loan Program (A) **
$450,000
0%
$450,000
0%
Handicapped Grant (B)
$123,800
0%
$123,800
0%
Talent Incentive Grant (B)
$4,864,100
8%
$5,253,200
8%
Teacher Education Loan (A) ***
$275,000
0%
$275,000
0%
Loan for Teachers of the Visually Impaired (B)
$100,000
0%
$100,000
0%
Indian Student Assistance (B) ****
$1,575,200
100%
$1,575,200
0%
Wisconsin Higher Education Grant-Tribal (B) ****
$808,000
100%
$808,000
0%
Academic Excellence Scholarship (S)
$5,517,000
89%
$5,517,000
0%
MN-WI Reciprocity (S)
NA
NA
TOTAL
$80,790,900
14%
$86,261,800
7%
A = Annual appropriation
*
The recently passed 2001-03 Budget Adjustment Bill included a
provision that ties UW WHEG Program funding increases in the future to increases in the previous
year's tuition (2002-03 UW tuition increased 8%).
**
Program was recently established in 2002-03.
***
MTEC annual tuition has not increased over the five years this program
has been in existence.
****
Funded through gaming funds rather than GPR.
B = Biennial appropriation
S = Sum Sufficient appropriation
2002-03 Appropriation
4.29% ↑
Talent Incentive Program Grant
$4,503,800
$193,200
UW WI Higher Education Grant
$21,839,600
$936,900
WTC WI Higher Education Grant
$14,874,000
$638,100
WI Tuition Grant
$22,103,700
$948,300
TOTAL
$ 63,321,100
$2,716,500
DECISION ITEMS IN PRIORITY ORDER AND CONTACT
| Description | Decision Item | Contact | |
| I. | Program One - Programs and Policy | Jane Hojan-Clark | |
| PRIORITY ONE | |||
|
4501 4502 4506 4533 4514 |
||
| PRIORITY TWO | |||
|
4532 4507 4510 4505 4503 |
||
| PRIORITY THREE | |||
|
4517 4512 4515 4516 NA |
||
| II. | Program Two - Administration and Fiscal Services | Jane Hojan-Clark | |
| PRIORITY ONE | |||
|
5001 5002 |
||
| III. | Proposed Statutory Language Changes | 7005 | Jane Hojan-Clark |
STATE OF WISCONSIN
HIGHER EDUCATIONAL AIDS BOARD
PROPOSED STATUTORY LANGUAGE
CHANGES
Contact Person for all Requests: Jane Hojan-Clark
UNDER BUDGET REQUEST B:
Request One – Tie future Wisconsin Tuition Grant Program funding increases to increases in the
previous year's UW tuition.
Description
State Statute 20.235 (1) (b) of the statutes is amended to read: 39.435 (9) of the statutes is created to read: Intent
Historically, funding for programs administered by the Higher Educational Aids Board was tied to
the cost of education. For example, funding for the Wisconsin Higher Education Grant (WHEG) Program
when it was initially created was tied to meeting 33.33% of the cost of education. To meet 33% of
the Wisconsin student’s cost of education today (excluding the Expected Family Contribution and other
available need based assistance) funding for the WHEG and Wisconsin Tuition Grant (WTG) and Talent
Incentive Program (TIP) Grant Programs would need to increase by approximately 69% for 2002-03. Most
recently, funding requests have been tied to tuition increases. Tuition increases from year to year
can range from 5 to 9%. The recently passed 2001-03 Budget Adjustment Bill included a provision that
ties UW WHEG Program funding increases in the future to increases in the previous year's tuition
increase (2002-03 UW tuition increased 8%). UW WHEG provides assistance for UW students. The students
who are served by the WTC WHEG, WTG and the TIP Grant Programs experience similar tuition increases
as the UW students served by the UW WHEG Program. In order to provide financially needy Wisconsin
residents who attend WTC and Independent Colleges and Universities the same educational opportunity
as those attending UW, the same funding relationship needs to be made.
Request Two – Tie future Wisconsin Higher Education Grant - WTC Program funding increases to
increases in the previous year's UW tuition.
Description
State Statute 20.235 (1) (ff) of the statutes is amended to read: 39.435 (8) of the statutes is created to read: Intent
Historically, funding for programs administered by the Higher Educational Aids Board was tied to
the cost of education. For example, funding for the Wisconsin Higher Education Grant (WHEG) Program
when it was initially created was tied to meeting 33.33% of the cost of education. To meet 33% of
the Wisconsin student’s cost of education today (excluding the Expected Family Contribution and
other available need based assistance) funding for the WHEG and Wisconsin Tuition Grant (WTG) and
Talent Incentive Program (TIP) Grant Programs would need to increase by approximately 69% for 2002-03.
Most recently, funding requests have been tied to tuition increases. Tuition increases from year to
year can range from 5 to 9%. The recently passed 2001-03 Budget Adjustment Bill included a provision
that ties UW WHEG Program funding increases in the future to increases in the previous year's tuition
increase (2002-03 UW tuition increased 8%). UW WHEG provides assistance for UW students. The students
who are served by the WTC WHEG, WTG and the TIP Grant Programs experience similar tuition increases
as the UW students served by the UW WHEG Program. In order to provide financially needy Wisconsin
residents who attend WTC and Independent Colleges and Universities the same educational opportunity
as those attending UW, the same funding relationship needs to be made.
Request Three – Expand the Forgiveness Parameters of the Minority Teacher Loan
Description
State Statute 39.40(2)(d) of the statutes is amended to read: Intent
The Minority Teacher Loan (MTL) Program provides loans at five percent interest in amounts of up
to $2,500 per year (with a maximum of $5,000 total) to Wisconsin resident, minority, undergraduate
juniors or seniors. Recipients must be enrolled at least half-time in programs leading to teacher
licensure at an Independent or University of Wisconsin Institution. According to the statutes, a
minority student is defined as a student who is an African American, American Indian, Hispanic, or
Southeast Asian from Laos, Cambodia, or Vietnam admitted to the U. S. after December 31, 1975. The
student who participates in this program must agree to teach in a Wisconsin school district in which
minority students constitute at least twenty nine percent of total enrollment or in a school district
participating in the inter-district pupil transfer (Chapter 220) program. For each year the student
teaches in an eligible school district, 25% of the loan is forgiven. If the student does not teach
in an eligible district, the loan must be repaid at an interest rate of 5%.
The MTL is also tied to the concern that we may not be sufficiently meeting the needs of the future
(similar to the concerns indicated under the previous point related to the Minority Undergraduate
Grant). MTL, however, is specific to training minority teachers. K-12 schools with greater than
29% enrolled minority students or schools who participate in the inter-district pupil transfer
program have indicated that an enormous need to educate more minority teachers exists. Enrollment at
Milwaukee Public Schools in 2001, for example, consisted of over 82% minority students. The same year,
just over 30% of the teachers came from minority backgrounds. Elementary or secondary school districts
with minority student populations between 10 and 29% are having difficulty recruiting minority
teachers. Expanding the forgiveness parameters to allow minority teachers who teach in districts
with a minimum minority student population of 10% to have their loan forgiven would address the
challenge school districts around the State are having in recruiting minority teachers.
Request Four – Tie future Talent Incentive Program Grant funding increases to increases in the
previous year's UW tuition.
Description
State Statute 20.235 (1) (fd) of the statutes is amended to read: 39.435 (10) of the statutes is created to read: Intent
Historically, funding for programs administered by the Higher Educational Aids Board was tied to
the cost of education. For example, funding for the Wisconsin Higher Education Grant (WHEG) Program
when it was initially created was tied to meeting 33.33% of the cost of education. To meet 33% of
the Wisconsin student’s cost of education today (excluding the Expected Family Contribution and
other available need based assistance) funding for the WHEG and Wisconsin Tuition Grant (WTG) and
Talent Incentive Program (TIP) Grant Programs would need to increase by approximately 69% for 2002-03.
Most recently, funding requests have been tied to tuition increases. Tuition increases from year to
year can range from 5 to 9%. The recently passed 2001-03 Budget Adjustment Bill included a provision
that ties UW WHEG Program funding increases in the future to increases in the previous year's tuition
increase (2002-03 UW tuition increased 8%). UW WHEG provides assistance for UW students. The students
who are served by the WTC WHEG, WTG and the TIP Grant Programs experience similar tuition increases
as the UW students served by the UW WHEG Program. In order to provide financially needy Wisconsin
residents who attend WTC and Independent Colleges and Universities the same educational opportunity
as those attending UW, the same funding relationship needs to be made.
Request Five – Expand and Increase Maximum Award for the Indian Student Assistance Grant
Description
State Statute 39.38(2) of the statutes is amended to read: Intent
The Indian Student Assistant Grant (ISAG) was established to assist Wisconsin residents who are
at least twenty five percent Native American and are undergraduate or graduate students enrolled in
degree or certificate programs at a University of Wisconsin, Wisconsin Technical College, an Independent
College or University, Tribal College or a Proprietary Institution in Wisconsin. Awards are based on
financial need with a limit of ten semesters of eligibility.
Currently the maximum award under this program is $1,100. Prior to 1995-96, the maximum award was
$2,200. The award had been split in half in 1995-96 because funding availability dropped by 50%. Since
the decrease in the maximum, there has been an increasing number of Native American students who
have been forced to drop out of school due to lack of funding. It appears that, although not all
students would be eligible for a maximum of $2,200 under this program, students who have financial
need have very high financial need and require the highest maximum grant possible in order to afford
to stay in school. In order to fund an increase in the maximum, the program’s appropriation
would also need to double. The ISAG Program is funded through Gaming Funds unlike other programs
HEAB administers which are funded through General Program Revenue.
Request Six – Increase Maximum Award for the Academic Excellence Scholarship
Description
State Statute 39.41(2) of the statutes is amended to read: (b) For each year that a scholar who receives a scholarship under par. (a) is enrolled
full time, maintains at least a 3.000 grade point average, or the equivalent as determined by the
institution or district school, and makes satisfactory progress toward an associate or a bachelor's
degree, the student shall be exempt from all tuition and fees, including segregated fees, in the
subsequent year, except that the maximum scholarship for a scholar who receives an original scholarship
for the 1996-97 through 2002-03 academic years (c) Subject to sub. (4), for each year the student is exempt from tuition and fees under
par. (a) or (b), the board shall pay the institution or district school, on behalf of the student,
an amount equal to 50% of the student's tuition and fees, except that the maximum payment for a
student who receives an original scholarship for the 1996-97 through 2002-03 academic
years State Statute 39.41(3) of the statutes is amended to read: Intent
Academic Excellence Scholarships are awarded to Wisconsin high school seniors who have the highest
grade point average in each public and private high school throughout the State of Wisconsin. The
number of scholarships each high school is eligible for is based on total student enrollment. In
order to receive a scholarship a student must be enrolled on a full-time basis, by September
30th of the academic year following the academic year in which he or she was designated
as a scholar, at a participating University of Wisconsin, Wisconsin Technical College, or Independent
institution in the State. The maximum scholarship is currently $2,250. The maximum scholarship for
students awarded in 1995-96 and prior was full tuition and fees at a UW campus or Wisconsin Technical
College, or an amount equal to the UW - Madison tuition and fees for the students attending independent
institutions in Wisconsin. Half of the scholarship is funded by the state, while the other half is
matched by the institution.
The intention of this program is to keep the best and the brightest in Wisconsin, as indicated
earlier. Most recent data indicates that the program may no longer be fulfilling its purpose due to
the $2,250 annual maximum. Tuition at UW - Madison (which the program was tied to in 1995-96 and
prior) is 4,088 for 2002-03. Data is showing that more students who are designated the recipient
of the scholarship are choosing not to stay in Wisconsin and therefore the alternate is accepting
the scholarship instead. Some would argue that the alternate might be as academically strong as
the designated recipient. However, the fact remains that fewer of those designated as the scholarship
recipient due to their highest GPA ranking are choosing to stay in Wisconsin to attend college.
Increasing the maximum award for each student to $4,088 would restore the program back to its
original model and encourage Wisconsin's best and brightest to stay in the State. The additional
commitment would be approximately 2.6 million annually by the State. This amount would also have to
be matched by the schools.
20.235 (1) (b) Wisconsin tuition grants; Biennially, the amounts in the schedule a
sum sufficient equal to the amount determined under s. 39.435 (9) for the purposes of s. 39.30."
39.435 (9) (a) In this subsection: 1. For purposes of determining the appropriation under s.
20.235 (1) (b) for fiscal year 2003–04, “base amount” means the amount shown in the schedule under
s. 20.005 for that appropriation for fiscal year 2002–03. 2. For purposes of determining the
appropriation under s. 20.235 (1) (b) for each fiscal year after fiscal year 2003–04, “base amount”
means the maximum appropriation amount determined under par. (b) for the previous fiscal year. (b)
Annually, by February 1, the board shall determine the appropriation under s. 20.235 (1) (b) for the
next fiscal year as follows: 1. The board shall determine the percentage by which the undergraduate
academic fees charged for the current academic year at each institution within the University of
Wisconsin System has increased or decreased from the undergraduate academic fees charged for the
previous academic year. 2. The appropriation for the next fiscal year shall be the result obtained
by increasing, to the nearest $100, the base amount by the highest percentage increase determined
under subd. 1., except that, if the undergraduate academic fees for the current academic year decreased
or did not change from the undergraduate academic fees charged for the previous academic year at each
institution specified in subd. 1., the appropriation shall be the base amount.” 3. “(1d) TUITION AND
FINANCIAL AID. The treatment of sections 20.235 (1) (b) of the statutes takes effect on July 1, 2003.”
20.235 (1) (ff) Wisconsin higher education grants; technical college students. Biennially,
the amounts in the schedule a sum sufficient equal to the amount determined under s. 39.435
(8) for the Wisconsin higher education grant program under s. 39.435 for technical college
students, except for grants awarded under s. 39.435 (2) or (5).”
39.435 (8) (a) In this subsection: 1. For purposes of determining the appropriation under s.
20.235 (1) (ff) for fiscal year 2003–04, “base amount” means the amount shown in the schedule under
s. 20.005 for that appropriation for fiscal year 2002–03. 2. For purposes of determining the
appropriation under s. 20.235 (1) (ff) for each fiscal year after fiscal year 2003–04, “base amount”
means the maximum appropriation amount determined under par. (b) for the previous fiscal year. (b)
Annually, by February 1, the board shall determine the appropriation under s. 20.235 (1) (ff) for
the next fiscal year as follows: 1. The board shall determine the percentage by which the undergraduate
academic fees charged for the current academic year at each institution within the University of
Wisconsin System has increased or decreased from the undergraduate academic fees charged for the
previous academic year. 2. The appropriation for the next fiscal year shall be the result obtained
by increasing, to the nearest $100, the base amount by the highest percentage increase determined
under subd. 1., except that, if the undergraduate academic fees for the current academic year decreased
or did not change from the undergraduate academic fees charged for the previous academic year at
each institution specified in subd. 1., the appropriation shall be the base amount.” 3. “(1d) TUITION
AND FINANCIAL AID. The treatment of sections 20.235 (1) (ff) of the statutes takes effect on July 1,
2003.”
39.40(2)(d) Agree to teach in a school district located in this state in which minority students
constitute at least 29% 10% of the membership or in a school district participating
in the interdistrict pupil transfer program under s. 121.85. In this paragraph, "membership" has the
meaning given in s. 121.004 (5).
20.235 (1) (fd) talent incentive grants. Biennially, the amounts in the schedule a
sum sufficient equal to the amount determined under s. 39.435 (10) for the talent incentive
grants under s. 39.435 (2).”
39.435 (10) (a) In this subsection: 1. For purposes of determining the appropriation under s.
20.235 (1) (fd) for fiscal year 2003–04, “base amount” means the amount shown in the schedule under
s. 20.005 for that appropriation for fiscal year 2002–03. 2. For purposes of determining the
appropriation under s. 20.235 (1) (fd) for each fiscal year after fiscal year 2003–04, “base amount”
means the maximum appropriation amount determined under par. (b) for the previous fiscal year. (b)
Annually, by February 1, the board shall determine the appropriation under s. 20.235 (1) (fd) for
the next fiscal year as follows: 1. The board shall determine the percentage by which the undergraduate
academic fees charged for the current academic year at each institution within the University of
Wisconsin System has increased or decreased from the undergraduate academic fees charged for the
previous academic year. 2. The appropriation for the next fiscal year shall be the result obtained
by increasing, to the nearest $100, the base amount by the highest percentage increase determined
under subd. 1., except that, if the undergraduate academic fees for the current academic year
decreased or did not change from the undergraduate academic fees charged for the previous academic
year at each institution specified in subd. 1., the appropriation shall be the base amount.” 3. “(1d)
TUITION AND FINANCIAL AID. The treatment of sections 20.235 (1) (fd) of the statutes takes effect on
July 1, 2003.”
39.38(2) Grants under this section shall be based on financial need, as determined by the board.
The maximum grant shall not exceed $2,200 $4,400 per year, of which not more
than $1,100 $2,200 may be from the appropriation under s. 20.235 (l) (k). State
aid from this appropriation may be matched by a contribution from a federally recognized American
Indian tribe or band that is deposited in the general fund and credited to the appropriation account
under s. 20.235 (l) (gm). Grants shall be awarded to students for full-time or part-time attendance
at any accredited institution of higher education in this state. The board may not make a grant under
this section to a student whose name appears on the statewide support lein docket under 49.854 (2)
(b), unless the student provides to the board a payment agreement that has been approved by the
county child support agency under s.59.53 (5) and that is consistent with rules promulgated under
s. 49.858 (2) (a). Grants shall be renewable for up to 5 years if a recipient remains in good academic
standing at the institution that he or she is attending.
39.41(2)(a) If a designated scholar under sub. (1m) is admitted to and enrolls, on a full-time
basis, by September 30 of the academic year immediately following the school year in which the senior
was designated a scholar, in an institution within the University of Wisconsin System or in a technical
college district school that is participating in the program under this section, the scholar shall
receive a higher education scholarship that exempts the scholar from all tuition and fees, including
segregated fees, at the institution or district school for one year, except that the maximum scholarship
for a scholar who receives an original scholarship for the 1996-97 through 2002-03
academic years or for any academic year thereafter may not exceed $2,250 per
academic year, and the maximum scholarship for a scholar who receives an original scholarship
for the 2003-04 academic year or for any academic year thereafter may not exceed $4,088 per academic
year.
or for any academic
year thereafter may not exceed $2,250 per academic year, and the maximum scholarship for
a scholar who receives an original scholarship for the 2003-04 academic year or for any academic
year thereafter may not exceed $4,088 per academic year. No scholar is eligible for an
exemption for more than 4 years in the University of Wisconsin System or more than 3 years at a
district school.
or for any academic year thereafter may not exceed $1,125 per academic
year, and the maximum payment for a student who receives an original scholarship for the 2003-04
academic year or for any academic year thereafter may not exceed $2,044 per academic year.
39.41(3)(a) If a designated scholar under sub. (1m) is admitted to and enrolls, on a full-time
basis, by September 30 of the academic year immediately following the school year in which the senior
was designated a scholar, in a private institution of higher education that is located in this state
and participating in the program under this section, the board shall pay the institution, on behalf
of the pupil, an amount equal to 50% of the tuition and fees charged a resident undergraduate at the
University of Wisconsin-Madison in the same academic year, except that the maximum payment for a
pupil who receives an original scholarship for the 1996-97 through 2002-03 academic
years or for any academic year thereafter may not exceed $1,125 per academic
year, and the maximum payment for a pupil who receives an original scholarship for the 2003-04
academic year or for any academic year thereafter may not exceed $2,044 per academic year.
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